PPTY vs. SCHD
Compare and contrast key facts about US Diversified Real Estate ETF (PPTY) and Schwab US Dividend Equity ETF (SCHD).
PPTY and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PPTY is a passively managed fund by Vident that tracks the performance of the USREX - U.S. Diversified Real Estate Index. It was launched on Mar 24, 2018. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011. Both PPTY and SCHD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PPTY or SCHD.
Correlation
The correlation between PPTY and SCHD is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PPTY vs. SCHD - Performance Comparison
Key characteristics
PPTY:
0.77
SCHD:
1.07
PPTY:
1.11
SCHD:
1.59
PPTY:
1.14
SCHD:
1.19
PPTY:
0.52
SCHD:
1.51
PPTY:
4.08
SCHD:
4.70
PPTY:
2.87%
SCHD:
2.56%
PPTY:
15.24%
SCHD:
11.26%
PPTY:
-41.69%
SCHD:
-33.37%
PPTY:
-8.33%
SCHD:
-6.21%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with PPTY at 0.44% and SCHD at 0.44%.
PPTY
0.44%
-4.58%
9.43%
11.65%
3.76%
N/A
SCHD
0.44%
-4.30%
8.84%
12.16%
11.25%
11.33%
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PPTY vs. SCHD - Expense Ratio Comparison
PPTY has a 0.49% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
PPTY vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for US Diversified Real Estate ETF (PPTY) and Schwab US Dividend Equity ETF (SCHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
PPTY vs. SCHD - Dividend Comparison
PPTY's dividend yield for the trailing twelve months is around 3.27%, less than SCHD's 3.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPTY US Diversified Real Estate ETF | 3.27% | 3.28% | 4.08% | 4.29% | 2.88% | 3.44% | 3.30% | 2.16% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.63% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
PPTY vs. SCHD - Drawdown Comparison
The maximum PPTY drawdown since its inception was -41.69%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for PPTY and SCHD. For additional features, visit the drawdowns tool.
Volatility
PPTY vs. SCHD - Volatility Comparison
US Diversified Real Estate ETF (PPTY) has a higher volatility of 5.35% compared to Schwab US Dividend Equity ETF (SCHD) at 3.62%. This indicates that PPTY's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.